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Hedge Funds Similar to LaSalle St. Investment Advisors

13F Portfolio OverlapQ2 2026LaSalle St. Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

LaSalle St. Investment Advisors, LLC is an institutional investor managing $818M across 429 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LaSalle St. Investment Advisors are Wealth Watch Advisors, BFSG, Intentional Wealth Strategies, with shared positions in $IAU, $SIVR, $SGOL, $FCX, $CSX, $FBTC. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$SIVR$SGOL
$309M
142 positions
#2BFSG, LLCPassive
Some overlap · 4 shared positions
$IAU$SGOL$FCX$CSX
$1.1B
768 positions
#3Intentional Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$IAU$SIVR$FBTC
$107M
68 positions
#4New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$SGOL$SIVR
$633M
68 positions
#5Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$SGOL$FBTC
$180M
73 positions
#6Eurizon Asset Management Hungary Ltd.Smart money
Some overlap · 3 shared positions
$IAU$SGOL$SIVR
$94M
21 positions
#7ETF Store, Inc.Passive
Some overlap · 3 shared positions
$IAU$SGOL$MO
$120M
114 positions
#8White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$MO
$802M
151 positions
#9MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$IAU$MO$T$NBB
$130M
80 positions
#10SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$IAU$SIVR$SGOL
$973M
379 positions
#11Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$MO
$319M
123 positions
#12TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$CEG$MO
$134M
101 positions
#13Shah Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$T$MO
$433M
79 positions
#14BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$T$MO
$342M
57 positions
#15Highland Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$FBTC$MO
$455M
73 positions
#16Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$IAU$B$MO
$220M
150 positions
#17AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$FBTC$MO
$341M
176 positions
#18Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$CSX$MO
$240M
74 positions
#19Comprehensive Money Management Services LLC
Some overlap · 4 shared positions
$IAU$SIVR$FCX$B
$159M
200 positions
#20Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$FBTC$MO
$1.2B
127 positions
#21Arkos Global AdvisorsActive
Some overlap · 3 shared positions
$IAU$FBTC$FCX
$844M
124 positions
#22WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$MO$T
$412M
206 positions
#23Sowa Financial Group, Inc.Smart money
Some overlap · 3 shared positions
$IAU$MO$T
$215M
29 positions
#24Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$SGOL$SIVR
$234M
105 positions
#25Anson Capital, Inc.Active
Some overlap · 3 shared positions
$SIVR$SGOL$FBTC
$154M
93 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.